Filed December 26, 1997
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,931 | $65,365+124.8% | $92,893+58.2% | $72,985+101.3% |
| Participation rate | 97.9% | 68.3%+29.6pp | 76.0%+21.9pp | 69.5%+28.4pp |
| Annual return | 18.36% | 42.10%-23.7pp | 109.41%-91.1pp | 81.00%-62.6pp |
| Employer contribution / active EE | $1,787 | $2,594-31.1% | $3,653-51.1% | $2,440-26.8% |
| Participant deferral / active EE | $4,852 | $3,128+55.1% | $4,236+14.5% | $3,607+34.5% |
| Admin fee / account holder | $49,620 | $4,251+1067.1% | $5,794+756.4% | $5,124+868.3% |